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Legacy Investment Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Legacy Investment Solutions’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.39K Buy
+41
New +$7.95K ﹤0.01% 340
2024
Q4 		$8.28K Hold
41
– – 0.01% 317
2024
Q3 		$8.27K Buy
+41
New +$7.81K ﹤0.01% 344

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Legacy Investment Solutions's VIG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2025: 41 shares worth $8.39K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VIG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VIG in Q3 2024 and has held it in 3 quarters since. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Legacy Investment Solutions held 41 shares of Vanguard Dividend Appreciation ETF worth $8.39K as of Q2 2025.
  • Vanguard Dividend Appreciation ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #340 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.